L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 1 May 2024
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 13 listed it in both
Shares listed
65,773,537
combined, among listed positions
Reported value
$1.7bn
combined, at the quarter end

Among the 93 comparable managers: 5 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IBN in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
Invesco Ltd20,030,369$529m0.11%Added+622,72514 May 2024 (the filing on sec.gov)
Lone Pine Capital LLC9,642,665$255m2.01%Trimmed-2,399,59815 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc8,621,161$228munder 0.1%Trimmed-619,34615 May 2024 (the filing on sec.gov)
Egerton Capital UK LLP6,063,550$160m1.55%Trimmed-6,256,66013 May 2024 (the filing on sec.gov)
Baillie Gifford & Co5,950,054$157m0.12%Trimmed-252,9221 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC3,980,091$105m0.38%Added+144,72615 May 2024 (the filing on sec.gov)
Man Group PLC3,510,919$93m0.23%Trimmed-1,057,50015 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC2,996,951$79m0.14%Addedn.a.15 May 2024 (the filing on sec.gov)
Oaktree Capital Management LP2,851,796$75m1.18%Trimmed-181,07314 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,081,299$29munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Tudor Investment Corp438,253$12m0.07%Trimmed-13,08215 May 2024 (the filing on sec.gov)
Artisan Partners LP273,503$7.2munder 0.1%Trimmed-38,87813 May 2024 (the filing on sec.gov)
Quantbot Technologies LP220,993$5.8m0.33%Trimmed-16,3706 May 2024 (the filing on sec.gov)
Capital World Investors91,983$2.4munder 0.1%Added+1,32814 May 2024 (the filing on sec.gov)
Dodge & Cox19,950$527kunder 0.1%Trimmed-982,55014 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IBN by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20139$1.0bnn.a.n.a.
Q3 20135$814mn.a.n.a.
Q4 20138$964mn.a.n.a.
Q1 20149$1.2bnn.a.n.a.
Q2 201414$1.1bnn.a.n.a.
Q3 201410$956mn.a.n.a.
Q4 20149$1.2bnn.a.n.a.
Q1 201513$1.2bnn.a.n.a.
Q2 20158$1.2bnn.a.n.a.
Q3 201511$969mn.a.n.a.
Q4 201511$900mn.a.n.a.
Q1 201613$843mn.a.n.a.
Q2 201612$784mn.a.n.a.
Q3 201611$771mn.a.n.a.
Q4 201614$937mn.a.n.a.
Q1 201711$886mn.a.n.a.
Q2 201713$1.0bnn.a.n.a.
Q3 201713$960mn.a.n.a.
Q4 201710$919mn.a.n.a.
Q1 201811$806mn.a.n.a.
Q2 20187$773mn.a.n.a.
Q3 201810$1.2bnn.a.n.a.
Q4 201811$1.4bnn.a.n.a.
Q1 201911$1.9bnn.a.n.a.
Q2 201913$2.6bnn.a.n.a.
Q3 201911$2.4bnn.a.n.a.
Q4 201913$2.8bnn.a.n.a.
Q1 20208$1.1bnn.a.n.a.
Q2 20208$1.2bnn.a.n.a.
Q3 20208$1.3bnn.a.n.a.
Q4 20209$1.4bnn.a.n.a.
Q1 202111$2.1bnn.a.n.a.
Q2 202111$2.6bnn.a.n.a.
Q3 202113$2.9bnn.a.n.a.
Q4 202112$1.4bnn.a.n.a.
Q1 202212$1.3bnn.a.n.a.
Q2 202212$915mn.a.n.a.
Q3 202215$1.6bnn.a.n.a.
Q4 202216$1.8bnn.a.n.a.
Q1 202317$1.7bnn.a.n.a.
Q2 202318$1.8bnn.a.n.a.
Q3 202316$1.8bnn.a.n.a.
Q4 202315$1.8bn78
Q1 202415$1.7bn511
Q2 202414$1.7bn99
Q3 202410$1.5bn64
Q4 202410$1.7bn46
Q1 202512$1.8bn83
Q2 202515$2.2bn124
Q3 202511$1.7bn38
Q4 202517$2.2bn2511
Q1 202616$1.7bn1718
Q2 202612$1.5bn1122

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IBN and BAC →IBN and JPM →IBN and WFC →Choose a stock to compare with IBN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IBN, latest filings →Back to the 13F Explorer →